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Terms & Conditions

Last updated: April 11, 2026

1. Introduction

These Terms & Conditions govern your use of Clienty CRM. By using the service, you agree to these terms.

2. Account Responsibilities

You must provide accurate information and keep your login credentials secure. You are responsible for any activity on your account.

3. Acceptable Use

You agree not to use Clienty for illegal activities. Misuse may lead to account termination.

4. Team Chat Guidelines

The Team Chat feature is provided for professional internal communication between team members within your organization. By using Team Chat, you agree to the following:

  • Professional Conduct: Use chat for legitimate business communications. Harassment, discrimination, or inappropriate content is prohibited.
  • Confidentiality: Chat messages may contain sensitive business information. Do not share confidential information outside your organization.
  • Content Ownership: Messages sent through Team Chat belong to your organization. Your employer may have the right to access and monitor chat communications.
  • Message Retention: Deleting a message or leaving a chat removes it from your view but does not permanently delete the content. Messages are retained for compliance and audit purposes.
  • File Sharing:You are responsible for ensuring any files shared via chat comply with your organization's policies and applicable laws.
  • No Expectation of Privacy: While messages are only visible to thread participants, organization administrators may access chat logs for compliance monitoring.

Violation of these guidelines may result in suspension of your Team Chat access or account termination.

5. Payment Processing & Invoicing (Stripe Connect)

Clienty uses Stripe and Stripe Connect for: (i) subscription billing (Clienty plans, AI credits, SMS credits), (ii) client invoicing and matter payments via your connected Stripe account, and (iii) payment link generation. By using our payment features, you agree to the following:

  • Stripe Connect:Organizations may connect a Stripe Connect account to receive client payments, send invoices, process matter payments, and manage payout preferences (e.g., scheduled payouts). You are responsible for onboarding, maintaining, and complying with Stripe's terms. Clienty facilitates the integration; we do not hold funds or act as a merchant of record for your client transactions.
  • Stripe Terms: Payment processing via Stripe is subject to Stripe's Connected Account Agreement, Stripe's Terms of Service, and Stripe's Privacy Policy. By connecting your Stripe account, you agree to be bound by these terms.
  • Subscription Billing: Recurring subscription charges for Clienty plans and add-on credits (AI, SMS) are processed through Stripe. You authorize automatic billing in accordance with your selected plan. Plans are available on monthly or annual billing cycles:
    • Monthly Plans: Billed on a recurring monthly basis. Cancellation takes effect at the end of the current billing period. No prorated refunds are provided for the remaining days in the current month.
    • Annual Plans: Billed as a single upfront payment or in recurring annual installments. Annual pricing reflects a discounted rate provided in exchange for a full-term commitment. By selecting an annual plan, you acknowledge and agree that the full annual fee is earned upon payment and is non-refundable, regardless of whether you use the service for the entire term. If you cancel or close your account before the end of the annual billing period, you will not receive a prorated refund, credit, or reimbursement for any unused portion of the subscription term. Access to the service will terminate immediately upon cancellation.
  • Processing Fees: Stripe charges processing fees on each transaction (typically 2.9% + $0.30 for card payments). These fees are automatically deducted from your payouts. You are responsible for reviewing and understanding all applicable fees.
  • Invoicing & Client Payments: When you send invoices or collect payments from clients, you are the merchant of record. You are responsible for the accuracy of invoices, delivery of services, tax compliance, and handling refunds or disputes. Clienty facilitates the integration but does not process payments directly or guarantee payment completion.
  • Client Payment Links: Clients receive secure payment links hosted by Stripe. Payment information is processed directly by Stripe and not stored on our servers.
  • Payouts:Funds from paid invoices and matter payments are transferred to your connected Stripe account according to Stripe's payout schedule. We do not control payout timing, availability, or payout method preferences.
  • Refunds: Refunds must be processed through Stripe. Refund policies are set by your organization. Processing fees may not be refunded. You are solely responsible for issuing refunds and any resulting fees.
  • Disputes & Chargebacks: You are solely responsible for handling payment disputes and chargebacks. We may provide transaction records to assist in dispute resolution when possible, but financial liability for chargebacks, disputes, and any fees or reversals imposed by Stripe or card networks rests solely with your organization. You are responsible for any negative balances resulting from chargebacks. We are not a party to payment transactions between you and your clients.

Liability: Clienty facilitates the integration with Stripe. We are not responsible for Stripe service availability, API changes, payment failures, disputes, chargebacks, refunds, fees, or any conduct of Stripe, card networks, or your clients. All payment-related disputes are between you and your clients or you and Stripe.

Disconnecting: You may disconnect your payment account at any time from Organization Settings. Disconnecting will prevent new invoice creation and payment processing. Existing invoices and payment records will be retained.

Operating Account Only:The Stripe account you connect is used for client invoices and matter payments, which are deposited into your operating (business) account. This is not for trust or IOLTA deposits. Trust funds must be held in a separate trust account in accordance with applicable rules. Clienty's trust ledger is for record-keeping of those trust transactions only.

Trust Account Ledger: Clienty provides a trust account ledger feature for record-keeping purposes. Trust payments (e.g., retainer deposits, funds held in trust) are not processed through Stripe or invoices; they are entered manually by you to track transactions occurring in your external trust or IOLTA account. The ledger is provided solely to help you maintain records of trust deposits, disbursements, and balances. You are solely responsible for maintaining a compliant trust account, reconciling trust funds, and complying with applicable rules governing trust accounts and IOLTA. Clienty does not hold, process, or control trust funds and is not responsible for trust account compliance or any errors in ledger entries.

7. Calendar Integrations (Microsoft 365, Outlook & Google Calendar)

Clienty offers calendar integration with Microsoft 365 and Outlook via the Microsoft Graph API, and with Google Calendar via the Google Calendar API. We read and write calendar events, sync calendars (including shared and delegated calendars), display availability, and may use change notifications (webhooks) for real-time sync. Calendar event data is synced and stored in our database for display within Clienty. By connecting your Microsoft or Google account, you agree to the following:

Microsoft 365 & Outlook

  • Microsoft Terms: Your use of the Microsoft integration is subject to Microsoft's Services Agreement and Microsoft's Privacy Statement. You must have a valid Microsoft 365 or Outlook account.
  • Data Access: When you connect your account, Clienty requests access to your calendar data via the Microsoft Graph API, including events, attendees, availability, calendars, and calendar categories. We access only the data necessary to provide calendar sync, scheduling, and meeting management. We may access shared or delegated calendars you have permission to view. We do not access email content unless explicitly required for a specific feature you enable.
  • OAuth Consent: You grant Clienty permission to access your Microsoft data via OAuth. You may revoke this access at any time through your Microsoft account settings or by disconnecting the integration in Clienty. Revoking access will stop further data sync; we may retain previously synced data according to our data retention policies.
  • Data Handling: Calendar data is synced and stored in our database to display events, availability, and manage appointments within Clienty. We do not sell or share your Microsoft data with third parties except as required to provide the integration.
  • Third-Party Liability: We are not responsible for Microsoft service availability, changes to the Microsoft Graph API, data handling by Microsoft, or any third-party calendar services. Disconnection of the integration may affect scheduling and calendar features. We do not guarantee that the Microsoft integration will meet your compliance or audit requirements.

Google Calendar

  • Google Terms: Your use of the Google Calendar integration is subject to Google's Terms of Service and Google's Privacy Policy. You must have a valid Google account.
  • Google API Services User Data Policy:Clienty's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. We only use Google user data to provide and improve our calendar integration features. We do not use Google user data for serving advertisements or sell Google user data to third parties.
  • Data Access: When you connect your Google account, Clienty requests access to your calendar data via the Google Calendar API, including events, attendees, availability, and calendar lists. We access only the scopes necessary to provide calendar sync, scheduling, and event management.
  • OAuth Consent: You grant Clienty permission to access your Google Calendar data via OAuth 2.0. You may revoke this access at any time through your Google Account permissions or by disconnecting the integration in Clienty. Revoking access will stop further data sync; we may retain previously synced data according to our data retention policies.
  • Data Handling: Google Calendar data is synced and stored in our database to display events, availability, and manage appointments within Clienty. We do not sell or share your Google data with third parties except as required to provide the integration.
  • Third-Party Liability: We are not responsible for Google service availability, changes to the Google Calendar API, data handling by Google, or any third-party calendar services. Disconnection of the integration may affect scheduling and calendar features.

You are responsible for ensuring your use of calendar integrations complies with your organization's policies and applicable data protection laws.

8. Service Availability

We strive for uptime but cannot guarantee uninterrupted service. We may update or change the service.

9. Limitation of Liability

We are not liable for any losses or damages arising from your use of Clienty. The service is provided “as is.”

10. AI & Third-Party Services

Our conversational and generative AI features are provided by Anthropic (Claude). Document summary "Listen" (text-to-speech) audio is generated via OpenAI's speech API. Messaging is provided by Twilio; payment processing by Stripe; calendar integration by Microsoft and Google; file storage by AWS. We are not responsible for third-party services but select providers that meet industry standards for security and compliance.

AI Document Summarization & Listen:Clienty uses Anthropic's API (Claude) for document summarization and OpenAI's API for text-to-speech audio when you use Listen. By using these features, you acknowledge and agree to the following:

  • AI-Generated Content: Document summaries, key points, and titles are generated by artificial intelligence and may contain inaccuracies, omissions, or misinterpretations. You must review all AI-generated output before relying on it for any purpose.
  • No Legal Advice: AI-generated summaries do not constitute legal advice, legal analysis, or a substitute for professional legal judgment. They are provided as a convenience tool only.
  • User Responsibility: You are solely responsible for verifying the accuracy, completeness, and appropriateness of any AI-generated content before using it in client communications, court filings, or any other professional context.
  • Professional Conduct: You are responsible for ensuring that your use of AI features complies with applicable rules of professional conduct, attorney-client privilege requirements, and ethical obligations in your jurisdiction.
  • Credit Consumption: AI features consume credits as described in your subscription plan. Document summarization consumes 1–3 AI credits depending on document size. First-time text-to-speech playback consumes 1 AI credit (replays are free). Credits are deducted upon use and are non-refundable once consumed, regardless of the quality or usefulness of the output.
  • Limitation of Liability: Clienty is not liable for any errors, omissions, inaccuracies, or consequences arising from reliance on AI-generated content. Use of AI features is at your own risk.

AI Assistant Chat: Clienty provides an AI-powered chat assistant (Anthropic Claude) that can answer questions about your matters, clients, leads, and general legal topics. By using the AI Assistant, you acknowledge and agree to the following:

  • Organization Data Access: The AI Assistant accesses case data, client information, matter notes, document summaries, and lead details strictly within your organization. Data is never shared across organizations or with other users outside your firm.
  • Case Law Search: The AI Assistant can search external legal databases (CourtListener) for case law, court opinions, and legal precedent. These results come from third-party public databases and Clienty does not guarantee their accuracy, completeness, or currency. Always verify case citations independently.
  • Source Labeling:AI responses are labeled by source — either "Clienty Case Data" (internal data from your organization) or "General Legal Knowledge" (the AI's training data or external databases). You must understand the distinction and verify external information independently.
  • Not Legal Advice: The AI Assistant provides general legal information and case management insights — not legal advice. AI responses should not be relied upon as a substitute for professional legal judgment, independent legal research, or consultation with qualified counsel.
  • Conversation Credits: Each new AI Assistant conversation consumes 1 AI credit. Messages within a conversation are included at no additional credit cost, up to 50 messages per conversation. Credits are non-refundable once consumed.
  • Conversation Storage:AI Assistant conversations are stored in your organization's account and are accessible only to the user who created them. Conversations can be organized into folders and deleted at any time. Deleted conversations are soft-deleted and may be permanently removed after 90 days.
  • Data Processing:Your conversation content is sent to Anthropic's API for processing. See Anthropic's Privacy Policy for how API data is handled. OpenAI is not used for AI Assistant chat; OpenAI is used only for document text-to-speech ("Listen") as described in the Privacy Policy.

Other AI Tools (Speedy Trial Calculator, Scoresheets, Templates): Optional features such as speedy trial rule lookup, AI-assisted statute search or scenario analysis on sentencing scoresheets, and AI-assisted template generation send relevant prompts and structured matter or scoresheet data to Anthropic as described in our Privacy Policy. Outputs are informational aids only, may be incomplete or incorrect, and do not constitute legal advice. You are responsible for verifying results against current law and court rules in your jurisdiction.

11. Termination

We may suspend or terminate your account if you violate these terms.

12. Changes to Terms

We may update these terms and will notify you of changes. Continued use means you accept the new terms.

13. Governing Law

These terms are governed by the laws of your jurisdiction.

14. Account Closure

Organization administrators may close their accounts at any time through the Organization Settings page. Upon requesting account closure, you will be prompted to select one of the following data retention options:

  • Retain for 90 days: Your data will be soft-deleted and retained for 90 days. During this period, you may contact support to restore your account. After 90 days, all data will be permanently deleted.
  • Delete immediately: Your data will be permanently deleted within 24 hours. This action cannot be undone.
  • Export & delete:We will generate a ZIP file containing all your organization's data (database records and files) and email you a secure download link. The download link will expire after 7 days. After you receive the export, all data will be permanently deleted.

When an account is closed, all users immediately lose access to the system and recurring billing is canceled. No refunds, prorated or otherwise, are provided upon account closure. This includes, without limitation:

  • Unused time remaining on monthly billing periods
  • Unused time remaining on annual subscription commitments
  • Prepaid add-on credits (AI credits, SMS credits) that have not been consumed

By closing your account, you acknowledge that you forfeit access to the service and any remaining subscription term. Annual plans represent a commitment for the full billing period, and early cancellation does not entitle you to a refund of any portion of the annual fee. You agree not to initiate chargebacks, payment disputes, or reversals with your bank or payment provider for subscription fees that were legitimately charged in accordance with these terms.

For data retention requests, account restoration, or questions about account closure, please contact support before initiating the closure process.

15. Data Migration Services

Clienty offers data migration services to help you transfer your data from other platforms. By using these services, you agree to the following:

  • Data Processing:When you submit files for migration, our authorized personnel will process your data to map it to Clienty's format. This may include reviewing file contents, column headers, and sample data to ensure accurate migration.
  • AI-Assisted Mapping: We may use AI services (Anthropic Claude) to analyze your file structure and suggest data mappings. Only file headers and sample data rows are sent to the AI service — not your complete dataset.
  • Data Accuracy: While we take reasonable care to ensure migration accuracy, you are responsible for verifying that your migrated data is complete and correct. We recommend reviewing your data after migration is complete.
  • Source File Cleanup: After a migration is approved and completed, your original upload files (CSVs, ZIP archives) are automatically deleted from our storage. Only the properly imported data remains in your Clienty account.
  • Migration Scope: Data migration covers client records, matters/cases, contacts/relationships, and documents. Financial data, billing history, and trust account records are not included in automated migration and must be entered separately.
  • No Guarantee of Compatibility: Migration results depend on the quality and format of your source data. We do not guarantee that all data from your previous platform can be migrated, particularly custom fields, integrations, or proprietary formats.

16. Contact

For questions, contact clientysupport@clienty.io.

Privacy Policy•Security•Clienty CRM